Tools & Calculators
Explore the possibilities.
Understand the tradeoffs.
Start with a question, adjust the assumptions, and use the results to prepare for a more informed conversation.
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Tools & calculators
Explore the decision in front of you.
Interactive planning
Roth conversion explorer
Explore conversion tax and a later withdrawal tax assumption on the same amount. A simple introduction to the tradeoff.
Explore calculator ↗Interactive planning
Retirement income & longevity
Two connected tools: estimate the monthly income gap, then explore savings over time with lower-return and early-loss comparisons.
Explore calculator ↗Interactive planning
Investment growth & savings
Compare two monthly contribution amounts. Separate what you contribute from illustrative growth, and see purchasing power.
Explore calculator ↗Interactive planning
2026 required minimum distribution
Estimate an eligible traditional IRA owner’s RMD and the remaining amount after credited distributions.
Explore calculator ↗Roth conversion planning
A decision with its own set of questions.
The Roth Conversion Explorer introduces the tax-rate tradeoff. A conversation can put income, timing, tax funding and your wider financial life into the picture.
Explore Roth conversion planning ↗Read the results in context
Assumptions deserve a conversation.
These tools help you explore a question. They do not account for every part of your financial life or recommend an investment. No registration is needed, and calculator entries are not transmitted or stored.
Understand the full cost of investing ↗Start with a conversation